Category: Performance

The Bottom Line: The S&P 500 Index, which gained 18.4% in 2020, added 3.84% in December while sustainable fund managers prevailed in equities and bonds.

The Bottom Line: Tesla, already a member of some leading US equity ESG indices, is now eligible for addition to the S&P 500 ESG Index.

The Bottom Line: Markets rallied in November across the board; actively managed sustainable mutual funds outperformed their conventional benchmarks while ESG securities market indices lagged.

The Bottom Line:  Markets ended lower for the second consecutive month in October while sustainable indices turn in mixed results relative to their conventional counterparts.

The Bottom Line:  Uncertainties chipped away at August’s stock market 7.01% gain with a -3.80% decline in September while ESG indices across the board outperformed.

The Bottom Line:  Thematic ETF equity index funds focused on clean energy, low carbon energy and alternative energy posted the best performance results in August.

The Bottom Line:  Two of three Sustainable (SUSTAIN) fund indices outperformed conventional benchmarks by 44 bps and 30 bps; third index trailed by 50 bps.

The Bottom Line:  Thematic environmental and alternative energy funds led the performance pack in July 2020 while Japan-focused ESG Integration funds brought up the rear.